Job Description & How to Apply Below
Join Raymond James as a Sales Assistant in Nanaimo, BC, and support a high-performing team while delivering exceptional client services. This full-time role offers growth opportunities in the financial sector.
As a Sales Assistant, your role is crucial in managing client support and assisting Financial Advisors with transactions and administrative tasks. You will foster client relationships, handle incoming requests, and ensure documentation is maintained accurately. Be part of a growth-oriented environment that encourages your progression into an Associate role.
Key Responsibilities:
• Build strong client relationships through effective communication
• Manage day-to-day administrative and trade requests
• Process trades and handle paperwork efficiently
• Schedule meetings and assist with follow-ups
• Conduct market research and assist in marketing initiatives
Requirements:
• Strong grasp of investment and financial practices
• Experience in account management and administrative tasks
• Knowledge of compliance and regulatory practices
• Familiarity with social media and CRM tools
• Relevant post-secondary education and industry experience
Support client success and enhance your career in finance at Raymond James in Nanaimo.
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